Q3 graphics shipments up 16.7% over last quarter18.4% over last year

Shipments during the third quarter of 2011 did (finally) behave according to past years with regard to seasonality, and was higher on a year-to-year comparison for the quarter. 2011 is still an unusual year for the PC and graphics suppliers as businesses take their own path to recovery.

The third quarter of the year is usually the growth quarter and was this year which is a positive sign looking forward. The growth in Q3 comes as a welcome change,—is it inventory building for the holiday season.

The quarter in general

This quarter, Intel celebrated its seventh quarter of embedded processor graphics CPU (EPG, a multi-chip design that combined a graphics processor and CPU in the same package) shipments, and had a very strong double digit growth in desktops and notebooks.

AMD lost in overall market share Intel gained more compared to last quarter and Nvidia declined due to its exiting from the integrated segments.

Year to year this quarter Intel market share increased (9.5%), AMD broke even, and Nvidia slipped -23% in the overall market partially due to the company withdrawing from the integrated segments. However, Nvidia gained 10.9% in desktop discrete.

The quarter’s change in total shipments from last quarter increased 16.7%, above the ten-year average of 13.9%.

AMD’s HPU quarter-to-quarter growth has been extraordinary at an average of 58.4% for desktop and notebook, and Intel’s EPG growth was significant at an average of 23.6%. This is a clear showing of the industry’s affirmation of the value of CPUs with embedded graphics and is in line with our forecasts. The major, and logical, impact is on older IGPs, and some on low-end low-cost add-in boards (AIBS).

Almost 92 million PCs shipped worldwide this quarter, an increase of 8.8% compared to last quarter (based on an average of reports from Dataquest, IDC, and HSI).

At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset, or a GPU embedded in the CPU. The average has grown from 115% in 2001 to almost 160% GPUs per PC.

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